黄金短期下跌 长期仍涨

Group 1 - The Trump administration requests the U.S. Supreme Court to allow the dismissal of Federal Reserve Governor Cook, indicating potential political influence on monetary policy [1] - Trump expresses disappointment in Putin and emphasizes the need to further lower oil prices, which may impact energy markets and geopolitical dynamics [1] Group 2 - Nvidia invests $5 billion in Intel to collaborate on developing PC and data center chips, signaling a strategic partnership in the semiconductor industry [2] - This investment highlights the competitive landscape in the chip market, where collaboration may be essential for innovation and market share [2] Group 3 - Elon Musk's "Giant Hard Plan" reveals new actions to build a computing cluster from scratch, completing in 6 months what OpenAI and Oracle took 15 months to achieve, showcasing advancements in AI and computing capabilities [3] - This rapid development could disrupt existing timelines in the tech industry and enhance competitive positioning for Musk's ventures [3] Group 4 - The U.S. continues to ease digital asset regulations, with the SEC significantly lowering the application threshold for "digital coin ETFs," which may encourage more investment in cryptocurrencies [4] - This regulatory shift could lead to increased market participation and innovation in the digital asset space [4] Group 5 - The number of initial jobless claims in the U.S. fell significantly to 231,000, a decrease of 32,000 from the previous week, marking the largest drop in nearly four years [5] - The decline in jobless claims may influence precious metals markets, as weaker employment data and expectations of liquidity easing could support gold and silver prices [5] - Despite the short-term benefits already priced in for gold, ongoing employment decline and inflationary pressures may provide continued support for precious metals [5]